Investment Management

Your Values, Your World, and Your Portfolio

Maintaining a financial and moral investment perspective appeals to both individual and institutional investors.

SRI has evolved from passive elimination to include actively seeking to invest in companies that incorporate environmental, social, and governance criteria in their decision-making.

Exercising shareholder voting influence and investing in underserved communities are also ways to make positive change.

In its broadest sense, sustainable, responsible, and impact investing (SRI) refers to an investment discipline that strives for strong financial performance while also seeking to create positive change in the world.

Since the concept of SRI first became popular in the 1960s, it’s also been referred to in a variety of ways. But whether it’s “socially conscious,” “green,” “values-based”—or today’s more common monikers, “sustainable,” “socially responsible,” or “impact investing”—the concept is essentially the same.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.